Advisor Centric Investment Solutions

Strengthen Client Relationships

In addition to your competing time demands, which encompasses: client servicing, educational requirements, compliance scrutiny and managing staff and your business, you are also required to navigate and evidence the “know your client” and “know your product” obligations. In order to sustain these obligations and retain oversight of your client’s investments, robust investment research processes are required. In the absence of building an internal capability, contracting external investment expertise is fast becoming the preferred option.

As adviser advocates, our model portfolio offerings are designed to offer well-researched investment options without challenging or compromising on your central client relationship role. As trusted adviser, you continue to actively oversee the investment decisions in conjunction with your clients. However, it is imperative that the merits of a systemised portfolio management approach is properly considered in order to satisfactorily sustain your obligations.